+258.5%
OKE vs BIDU
-48.7%
+307.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.8% |
| 7D | +1.2% | -8.1% | +9.4% | +2.5% |
| 30D | +4.5% | -12.8% | +17.3% | +6.4% |
| 3M | +9.6% | -21.3% | +30.9% | +13.2% |
| 6M | +15.4% | -27.0% | +42.3% | +19.6% |
| YTD | +36.5% | -30.0% | +66.5% | +41.8% |
| 1Y | +39.0% | -18.3% | +57.2% | +38.9% |
| 3Y | +74.3% | -33.8% | +108.1% | +76.5% |
| 5Y | +141.2% | -44.3% | +185.5% | +137.3% |
| All | +258.5% | -48.7% | +307.2% | +179.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded BIDU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling